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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,412 | $138,075-73.6% | $123,552-70.5% | $135,379-73.1% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | 21.50% | 153.70%-132.2pp | 119.20%-97.7pp | 519.79%-498.3pp |
| Employer contribution / active EE | $3,545 | $5,152-31.2% | $4,628-23.4% | $4,779-25.8% |
| Participant deferral / active EE | $6,177 | $6,800-9.2% | $6,426-3.9% | $5,609+10.1% |
| Admin fee / account holder | $80 | $10,917-99.3% | $9,285-99.1% | $10,828-99.3% |